Plan Group Financial
OKE icon

Plan Group Financial’s Oneok OKE Stock Holding History

Plan Group Financial’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.03M Sell
11,122
-12
-0.1% -$1.1K 0.2% 88
2026
Q2 		$968K Buy
11,134
+391
+4% +$34.4K 0.2% 93
2026
Q1 		$971K Buy
10,743
+1,226
+13% +$101K 0.23% 94
2025
Q4 		$700K Sell
9,517
-1,606
-14% -$114K 0.18% 104
2025
Q3 		$812K Sell
11,123
-1,842
-14% -$141K 0.22% 95
2025
Q2 		$1.06M Buy
12,965
+6,463
+99% +$539K 0.35% 79
2025
Q1 		$645K Buy
6,502
+1,480
+29% +$147K 0.23% 83
2024
Q4 		$504K Buy
5,022
+1
+0% +$102 0.27% 68
2024
Q3 		$458K Buy
5,021
+1,938
+63% +$169K 0.24% 70
2024
Q2 		$251K Sell
3,083
-681
-18% -$54.4K 0.15% 80
2024
Q1 		$302K Buy
3,764
+4
+0.1% +$292 0.2% 73
2023
Q4 		$264K Sell
3,760
-2,061
-35% -$138K 0.23% 58
2023
Q3 		$369K Sell
5,821
-1,075
-16% -$70.2K 0.27% 41
2023
Q2 		$426K Buy
+6,896
New +$427K 0.36% 40

Other funds holding OKE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Plan Group Financial's OKE Position: Q3 2026 in Review

Plan Group Financial reduced its Oneok (OKE) stake by 0.11% in Q3 2026, selling an estimated $1.1K and leaving 11,122 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #88.

Plan Group Financial first reported a position in OKE in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.06M in Q2 2025. 423 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Plan Group Financial held 11,122 shares of Oneok worth $1.03M as of Q3 2026.
  • Plan Group Financial sold 12 Oneok shares in Q3 2026, an estimated $1.1K.
  • Oneok made up 0.2% of Plan Group Financial's portfolio in Q3 2026, its #88 holding.
  • Plan Group Financial first reported a position in Oneok in Q2 2023 and has held it in 14 quarters since.
  • Plan Group Financial's Oneok position peaked at $1.06M in Q2 2025.
  • 423 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.